Kevin W. Shea
Chief Executive Officer at Disciplined Alpha LLC
Profile
Mr. Kevin W.
Shea, CFA MBA, is a Chief Executive Officer & Portfolio Manager at Disciplined Alpha LLC.
He has over 25 years of investment experience.
Previously he was the Director of Quantitative Research at Cadence Capital, responsible for implementing a regime based approach across multiple products representing $5bb.
Mr. Shea has also held the positions of Portfolio Manager at Batterymarch where he managed $600 mm, and CIO and Founder of DA Capital where he grew the firm from $10 mm to $450 mm over four years.
He has also been a Portfolio Manager at Invesco, responsible for $100 mm, and a Quantitative Analyst at John Hancock Funds.
Mr. Shea holds a B.A.
in Liberal Studies from the University of Notre Dame, an A.L.M.
in Biology from Harvard University, an M.B.A.
in Finance and International Studies from Boston College.
He is a member of the Boston Security Analysts Society, the CFA Institute, and the Institute for Quantitative Finance, also known as the Q Group.
He is also a member of the Financial Accounting Standard Board's Investor Advisor Committee.
Kevin W. Shea active positions
| Companies | Position | Start |
|---|---|---|
Disciplined Alpha LLC
 Disciplined Alpha LLC Investment ManagersFinance Disciplined Alpha LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Kevin W. Shea in 2013. Disciplined Alpha provides discretionary investment advisory services to private pooled investment vehicles, an Irish domiciled UCITS and a separately managed account. Their investors include ERISA Pension Plans, institutional investors, charitable foundations, family limited partnerships and high net worth individuals. | Chief Executive Officer | 31/03/2013 |
Former positions of Kevin W. Shea
| Companies | Position | End |
|---|---|---|
D.A. Capital Management LLC
 D.A. Capital Management LLC Investment ManagersFinance D.A. Capital Management LLC (DACM) is a registered investment advisor located in Atlanta. | Director of Research - Equity | 30/12/2007 |
Cadence Capital Management LLC
 Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management LLC is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and is a subsidiary of CCM Holding LLC. Cadence provides investment advisory and supervisory services to institutions, mutual funds, individuals and private pooled investment vehicles. | Director of Research - Equity | - |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Portfolio Manager-Equities | - |
Training of Kevin W. Shea
| University of Notre Dame | Undergraduate Degree |
| Harvard University | Graduate Degree |
| Boston College | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Finance |
D.A. Capital Management LLC
D.A. Capital Management LLC Investment ManagersFinance D.A. Capital Management LLC (DACM) is a registered investment advisor located in Atlanta. | Finance |
Cadence Capital Management LLC
Cadence Capital Management LLC Investment ManagersFinance Cadence Capital Management LLC is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and is a subsidiary of CCM Holding LLC. Cadence provides investment advisory and supervisory services to institutions, mutual funds, individuals and private pooled investment vehicles. | Finance |
Disciplined Alpha LLC
Disciplined Alpha LLC Investment ManagersFinance Disciplined Alpha LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Kevin W. Shea in 2013. Disciplined Alpha provides discretionary investment advisory services to private pooled investment vehicles, an Irish domiciled UCITS and a separately managed account. Their investors include ERISA Pension Plans, institutional investors, charitable foundations, family limited partnerships and high net worth individuals. | Finance |
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